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The Taggart Group of Companies - What we can do for you.

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Taggart Nominees Pty Ltd holds an Australian Financial Services licence [no 243973] and can provide services and strategies relating to:

  • retirement planning
  • estate planning
  • financial planning
  • superannuation
  • personal life insurance
  • key person and business insurance advice

We currently have three authorised financial advisers; Jim, Melinda and Tony, and Anthony is our paraplanner. Our advisers are happy to speak to you about any financial planning, life insurance and superannuation issue. Please note that we do not offer advice on direct property investment or derivatives.

The Taggart Group Pty Ltd holds an Australian Financial Services licence [no 245533] and can provide services relating to:

  • domestic insurance: home, contents, private motor vehicle, pleasurecraft, landlords insurance etc.
  • business insurance: bus pak, trades pak, public liability, professional indemnity, workers compensation, corporate travel, general property just to name a few classes of business insurance.

We currently have 4 authorised general insurance brokers who can assist you with your general insurance needs. Our brokers are Andy, Joan, Lyn and Lisa. Shaye is assisting our general insurance team with administrative duties.

In addtion to our specialist advisers we have Carol, Chris, Kylie and Natalie who cover the administration and day to day business needs.

We have a couple of exciting new ventures coming up which will compliment the services that we can already provide to you. More information on these new ventures to follow in the coming weeks.

We would welcome any enquiries regarding the services we can offer to you. If you already have insurance cover in place we would be happy to review this with you. You can obtain full details of our service offerings on our website - www.taggartgroup.com.au.

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